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Salesforce is a Platform as a Service (PaaS) for cloud-based customer resource management that includes components for case and task management, data management and a help desk system. It also includes systems for add-on applications written in Apex, a proprietary Java-like language, and systems for human resources management, employee training and performance management.

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Hi.

Does anyone have an example of a simple trigger?  I want to gather sum__c from Test_Object__c and stuff into my filed test__c on the opportunity.  This is not a master detail relationship but there is a lookup to the Opportunity.

Thank you very much!
0
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Hi,
Easy one!

I have admin rights and setup a new user profile.
I want to remove the object "Projects" from the menu as shown here.  I do not want the profile to have access to "projects".
https://www.screencast.com/t/45XxgfWWKBVL

I was shown a very simple way to remove this but cant remember.
Presumably, I simply edit the "profile" but I can seem to find the precise place.

How to I remove this heading from the screen for my new profile?

Thanks folks,
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Dear Experts

I would like to understand why still marketing and salesforce automation is enabled or integrated with whats app application. why business does not use this, please suggest.
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We are currently using https://parserr.com to extract data from our excel files (lists of leads we receive from our website and other lead sources) into Salesforce.

It works really well, but we've hit the limits of their free plan (https://parserr.com/#pricing)

Can anyone suggest an alternative?
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Hi everyone, I'm kind of new at this job and was wondering if I could get some help.  How do I get a document that is saved as a PNG into SFDC for a dashboard?  If it involves apex coding please provide the coding.  Name of file is TQLS.
TQLS.png
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Hi all,

I'm putting together an externally-facing site Page in Salesforce using Apex and Visualforce, but I'm still learning. What I'm trying to do is create a page that our marketing reps can give people a URL to and have them enter contact info directly into our SF org (people they meet at trade shows, etc.).

I've put together this much so far (assume the <apex:page> code is there with the sidebar and headers turned off so we can use our own header and footer):  

CreateContact.vfp Visualforce page
                <!-- Begin Visualforce code -->
                <apex:sectionHeader subtitle="Create a Contact" />
                <apex:form style="margin-left: 210px; margin-top: 50px; margin-bottom: 100px; margin-right: 210px;">
                    <apex:pageMessages />
                    <apex:pageBlock title="New Contact Entry">
                        
                        <apex:pageBlockButtons >
                            <apex:commandButton action="{!save}" value="Save"/>
                        </apex:pageBlockButtons>

                        <apex:pageBlockSection showHeader="false" columns="2">
                            <apex:inputField value="{! Contact.FirstName }" />
                            <apex:inputField value="{! Contact.LastName }" />
                            <apex:inputField value="{! Contact.Email }" />
                            <apex:inputField value="{! Contact.Phone }" />
                        

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SalesForce is upgrading the requirement from SecurityProtocolType.Tls10

to SecurityProtocolType.Tls11 anbd SecurityProtocolType.Tls12

What can you tell me about this protocol?

Thanks
0
I am having a hard time trying to figure out how to take a quote and convert it into an order in SalesForce.  What I want to accomplish is after I have quoted something with line items and all.  Once the quote gets accepted I then want to convert that into an order.  Carrying over all the line items and account information.  I am trying process builder and got the order created but just basic data is there.  I need all the data from the quote to carry over.

Is there anyone that can assist me with this.
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I need some help setting up the workflow for Guided Selling.

I know the Guided Selling part works because when I hard coded in the Quote Process Id everything worked fine. I just now need a workflow that will auto update the Quote Process Id field on new Quotes.

These are the settings I set up for the workflow.
WorkflowRuleCriteria.PNG
When I set it up for a Field Update it only gives me two options to update the field with: A blank value or a formula.
FieldUpdateWorkflow.PNG
I don't want it update with a blank formula. I want it updated with the Quote Process Id which is: a233C000000GuUc. So I need a formula that will allow me to update it with that. Someone suggested just inserting the Id into the formula field and it would hardcode it, but that solution doesn't work. It gives me this error:
ErrorWorkflow.PNG
Any formula suggestions that I could use to set this up would be appreciated. I even tried SBQQ__QuoteProcessId__c  = "a233C000000GuUc" and that didn't work either. It gives an error that the data type Boolean, is incompatible with data type Text.

Thanks!
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I am trying to set up a Select All Checkbox on the Salesforce CPQ Steelbrick.

Okay, so this is what I did:
 
I created a Select All checkbox field on the Product Option Page.
 
Then I created a new Configuration Attribute called Select All Checkbox.
These are the settings that I have set up.
ConfigAttribute.PNG
This is how it's displayed on the Quote Line Editor.
 
QuoteLine.PNGAll I need now is for when it's selected to select all the Products in the bundle.
 
So, I tried setting up a product rule according to the resources that I found. My settings are as follows.
ProductRule.PNG
I also added the Configuration Rule to the Bundle as well.
BundleSetup.PNG
I think it might have something to do with the Error Condition.
This is how I have the condition set up. I don't know if it is accurately checking if the checkbox is checked or not so it can fire the rule. Maybe setting the value to True isn't the right value?
ErrorCondition.PNG
Any help is appreciated. Thanks!
0
Free Tool: Port Scanner
LVL 9
Free Tool: Port Scanner

Check which ports are open to the outside world. Helps make sure that your firewall rules are working as intended.

One of a set of tools we are providing to everyone as a way of saying thank you for being a part of the community.

We have a Salesforce instance (cloud) and a JIRA (inhouse) server. I want to push data from Salesforce to JIRA using REST. The problem is our firewall. We want to leverage an existing URL that we already use to PUSH Salesforce data to an inhouse app using SOAP. Let's pretend this url is https://salesforcein.myco.com.  The standard REST url for JIRA is jira.myco.net/rest/api

How can I hit https://salesforcein.myco.com from outside and somehow bridge it over to jira.myco.net/rest/api  ? I'm not a network guy but I plan on forwarding the solution to our network guys.

Thanks
Mike
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Dear All,

Please tell us the company where can provide the WiFi Router device including GPON and this device supports OpenWRT, that means, we can put the OpenWRT into this device.

Please give us the information for this issue.

Thanks in advance,
0
We have a requirement to migrate data from Salesforce to Salesforce after applying Business transformation rules. We are planning to use SSIS for the same. We are also exploring options to connect directly to Salesforce source. If you have experienced or explored such options (direct connectivity or via 3rd party tools, etc.) could you please help?
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I have created a page using HTML, jscript, css style sheets, etc. I have downloaded the stub.js and VFMetadataSender.js files that Salesforce adds to the header.

When I run my page as pure html with js and css source files, it looks beautiful.

However, when I put my css and js as static resources in Salesforce and run the page as an Apex page, my checkboxes are munged and it looks bad. I am using the exact same resources and code, other than when I create it at salesforce, I am using an apex page and the static resources pointing to the same code I use with the html.

I can't figure out what Apex/Salesforce is doing to my code to mess it up when it's so beautiful otherwise.

Any ideas what I can look at? Maybe someone else has had this problem with Salesforce breaking things.
thanks!
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Hi All,

could someone please answer this if they wouldn't mind.
i am trying to figure out how does Salesforce handle bandwidth within their environment. as such Rapid Elasticity and Resource pooling within their SaaS
0
Hi,

I want to generate a salesforce campaign with 4,500 members.

Do I really need to import this data?

The basic process of importing members seems to restrict me to uploading "one page at a time" and the maximum per page is 200.

Surely, I can generate the campaign for 4,500 contacts without having to do an import??
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I need some free (or cheap) Mac or Web tool that lets me manage contacts, and then creates a todo list each day, for days when I have follow-up.

I guess in the same genre as a sales tool like SaleForce. But much much simpler and preferably free.

Suggestions?

Thanks
0
Hi,

I am working on Salesforce with a medical charity that raises funds in many ways.
One way is to sell packs of "Happy Holiday" greeting cards to some of it's 10,000 members.

So perhaps 1,000 members might buy a pack of "Happy Holiday" cards.

QUESTION: How do I record this sale in Salesforce?  Is it a donation OR an Activity OR a Campaign response.

Important: It would be useful if any subsequent fundraising activities appeared in the same section of Salesforce.  In other words , ideally it should be possible to see all fund raising activities without have to search multiple places.
0
Hi all,

We just got Salesforce here, and our account reps are interested in a page that would exist outside the login but allow people to enter their data into Contacts (like name, phone, email, and company or something like that).

The idea is that they want to post a QR code at their table at a conference or whatever and allow people to just use it to navigate to this page to request more information from us on products. The issue isn't the QR code, obviously, it's the outside-the-login page. I'm not seeing anything that would indicate a way to do that within Salesforce, and that we'd have to develop a web page that would feed that info TO Salesforce.  

Please advise!
0
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I see there are very low cost CRM solution using Open Source. How about with Multi-Level-Marketing?

The cost threshold for MLM seems steep. But it cold be interesting if there were another low cost entry point, like there seems to be with CRM.

Thanks
0
I need a super low cost CRM that seriously costs me about $1/month/user. The lowest I have seen is $8/month/user. So, I thought I'd use open source.

I was sent to SourceForge.net and there see plenty of open source downloads but really would not put the time into testing any demo until I understood the total cost.

I hope to have thousands and maybe tens of thousands of salesmen. How does this impact the cost?

I still do not have my arms around this problem to even see if a CRM exists for me.

Thanks.
0
I look at this list and see what I thought were low prices, but I thought "users" were admins. I expect to have thousands of sales people, maybe 10,000 even, paying perhaps a $10/month fee. And most of that fee needs to go to cover my management costs, not the costs of my CRM service.

http://blog.capterra.com/free-and-open-source-crm/

I guess I just don't get the pricing. Are salesmen users? If so, only this one works:

Even Really Simple Systems costs $8 per user.

I seriously think I need that open source option where all I need to do is host it. Sugar, the predecessor to SugarCRM. Please tell me about that one. And is it difficult to support it?

Can any of these help me?

http://www.softwareadvice.com/crm/visit-website/?url=customer-relationship-management-software&target=open%20source%20crm&ad_id=120106281186&matchtype=e&gclid=CJjgg8Xy7M4CFUEmhgodIGIG1Q

Thanks
0
I need to send people out into the field to talk to people, collect information and I do not want to code anything on the website my (if possible) and find a few big obstacles are solved with:

1) Survey Monkey
2) Google Maps

But I need some tool where sale people can:

1) Register
2) Log in / Log out
3) Get provided addresses to visit
4) Add new accounts
5) Have a way to provide feedback and information on certain accounts

What web tools can do this without an programming?

I included Saleforce, but do not expect to be spending any money on this. I am sure Salesforce is to much money and to much complexity.

Suggestions?

Open Source alternatives to Salesforce?
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I am hoping to get this setup without having to setup an internal IIS SMTP server.  Does anyone know the procedure for getting this setup correctly?

Currently when sending email from salesforce it is sent on behalf of the user.  All users have Office 365 mailbox.  I have configured a connector in Office 365 which allows it to work when sending email to company users but when sending to external it fails.
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Hi Experts,

I am looking for some comparsion between sale force, dynamics, and sugar crm because my companies want to use crm to analyze leads information. Do you have some materials I can take a look?
0

Salesforce

188

Solutions

8

Articles & Videos

323

Contributors

Salesforce is a Platform as a Service (PaaS) for cloud-based customer resource management that includes components for case and task management, data management and a help desk system. It also includes systems for add-on applications written in Apex, a proprietary Java-like language, and systems for human resources management, employee training and performance management.

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